+2.1%
AAL vs SOXQ
+111.3%
-109.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.4% | -2.1% | 0.0% |
| 7D | -3.7% | +2.3% | -6.1% | -4.5% |
| 30D | -20.8% | -2.3% | -18.6% | -20.2% |
| 3M | -1.3% | -13.8% | +12.5% | +1.8% |
| 6M | +5.4% | +48.6% | -43.2% | -18.5% |
| YTD | -14.4% | +66.0% | -80.3% | -37.7% |
| 1Y | +2.1% | +107.9% | -105.8% | -35.6% |
| All | +2.1% | +111.3% | -109.2% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling